3 / 5 Stars
5 3 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#13 in Pacific/Asia ex-Japan Stk
U.S. News evaluated 30 Pacific/Asia ex-Japan Stk Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.28 percent over the past year, 10.76 percent over the past three years, 1.21 percent over the past five years, and 14.66 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-3.7%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||1.2%|
|10 Years (Annualized)||14.7%|
The investment seeks long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The Asia Pacific Small Company Series (the "Asia Pacific Small Company Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Asia Pacific Small Company Series will invest at least 80% of its net assets in securities of small companies located in Australia, New Zealand and Pacific Rim Asian countries.
Fees are Low compared to funds in the same category.
DFA Asia Pacific Small Company has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.